SOPHiA GENETICS (SOPH) AI Platform Hits Record 115,000 Analyses

On August 4, 2026, SOPHiA GENETICS (SOPH) said on its second-quarter earnings call that its AI genomic analysis platform performed a record 115,000 patient analyses in the quarter[1]. The company did not say how much of its revenue or gross profit came from the platform's AI capability.

What the SOPHiA DDM genomic analysis platform does

SOPHiA GENETICS is a Swiss-founded, Nasdaq-listed genomic data analytics company. Most of its revenue comes from a usage-based software platform sold to hospitals and clinical laboratories, with a smaller share from reselling the accompanying sequencing instruments and consumables. SOPHiA DDM is the core product and the vehicle for that revenue. Hospitals and laboratories upload genomic sequencing data from cancer and rare-disease patients to the cloud platform; the platform's AI algorithms turn the raw data into conclusions a clinical team can use directly, including which variants are clinically meaningful and what diagnosis or treatment direction they point to, and return them to the physician. Each completed analysis flows back into the platform, letting the algorithms improve on a larger sample. As of the first quarter of 2026, 537 institutions were using it every day for genomic analysis[2].

From 79,784 analyses in 2023 to a record 115,000

The trajectory starts with the November 11, 2023 call: core genomic customers completed 79,784 analyses on the platform that quarter, and management framed platform utilization as a driver of revenue performance, with the discussion still limited to the directional relationship between volume and revenue[3].

The full-year 2025 disclosure is where the narrative turns. The platform analyzed more than 391,000 cancer and rare-disease patients for the year, the new generation of SOPHiA DDM had already been adopted by one-third of customers, and per-run capacity reached 10 times that of standard systems, on which basis the company said it could double the amount of data it processes per week without affecting gross margin[4].

By the first quarter of 2026, platform analysis volume was about 108,000, against 93,000 a year earlier, growth of 16%, indicating that the higher throughput came from sustained daily use[2]. The August 4, 2026 call pushed single-quarter volume to 115,000, the largest operating scale this application has publicly disclosed[1].

What the 115,000 figure does and does not measure

The 115,000 measures throughput for the entire genomic diagnostics platform, not calls to a single AI feature. Solid tumor, hematologic oncology and rare-disease testing applications all run on the platform, and the company has not broken out which steps actually use the algorithms. Management attached a qualifier to the 2023 figure, saying analysis volume can be considered only a close proxy for the number of patients analyzed[3]. The company has also not published diagnostic accuracy, report turnaround time or patient outcomes, so there is no basis for judging how much better these algorithms are than a conventional workflow on clinical results.

The gross margin link, and what it leaves open

The financial reading attached to this change in scale is adjusted gross margin (gross profit). The company's statement that it can double weekly data throughput without affecting gross margin means the same compute and operations can carry more analyses, spreading delivery cost per analysis, so rising throughput does not have to lift cloud computing and operating expense proportionally.

Management raised 2025 adjusted gross margin to 74.2%, an increase of 140 basis points from the prior year, attributed it to this faster, scalable platform approach, and stressed that it happened alongside a large increase in data compute[4]. That attribution is directional and only partial: the company was pointing to the whole platform architecture and compute optimization and did not isolate the contribution of the algorithms themselves. Adjusted gross margin is a company-wide measure that was also affected in the same period by geographic mix, the BioPharma business and newer product lines. Analysis volume and company revenue moved in the same direction over the same period, but the company has never stated how much revenue this application generated.

The operating change that can be confirmed today sits in processing scale and the cost curve: single-quarter platform volume rose to 115,000 analyses, and the company links that expansion to a faster, scalable platform architecture and one episode of margin improvement. What remains separately unquantified is how much revenue and how much gross profit the algorithms themselves contribute, and the most recent quarter did not update the cost basis that corresponds to processing volume. Turning this relationship into a checkable operating fact would require the company to disclose delivery cost per analysis, or to state how much the new-generation platform contributed to the change in adjusted gross margin.

Application assessment

• SOPHiA DDM Clinical Genomic Analysis | Business position: Core business | Deployment stage: Limited production | Scope: Company-wide | Value type: Revenue growth

Sources

[1] Drillr - SOPHiA GENETICS SA (SOPH) - 2026-08-04 - Earnings call

Original: We continued to push to scale genomic diagnostics globally by performing a record 115,000 patient analysis in Q2, while also fueling future growth with new wins.

[2] Drillr - SOPHiA GENETICS SA (SOPH) - 2026-05-05 - Earnings call

Original: As of Q1, this adoption loop has enabled us to connect 537 institutions across the globe who use Sophia DDM every day for genomic analysis. In the quarter, these institutions uploaded real-time real-world genomic data from 108,000 patients. And in March, we set a new company record with more than 40,000 patients analyzed in a single month. This diverse real-time, real-world data stream includes patient data from 75 countries worldwide, creating breadth and globe exposure and is unmatched in our space.

[3] Drillr - SOPHiA GENETICS SA (SOPH) - 2023-11-11 - Earnings call

Original: For the third quarter of 2023, analysis volume across our core genomic customers, which can be considered a close proxy for the number of patients analyzed, was 79,784.

[4] Drillr - SOPHiA GENETICS SA (SOPH) - 2026-03-03 - Earnings call

Original: I'm proud to share that the new generation of Sophia DDM, already adopted by one-third of our customers, now delivers 10 times greater capacity per run than standard systems.